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Learn how to transfer a FlexiLayout template to a FlexiCapture project.

Hello. In our previous video, we were discussing FlexiLayouts and how we can use them for unstructured or semi structured data. Today, we're gonna explain to you how we can transfer our FlexiLayout to FlexiCapture so we can actually start processing documents.

What I'll do is I'll remind you just a little bit about what our FlexiLayout looks like. Let me open the project here. You'll recall that we set up a few elements. We call those search elements. Elements help us find information on the document, so in this case we planet name, and in this case we had spaceship numbers, and we use what we call labeled fields to detect that.

Now, we have blocks, and you'll recall that blocks are what gets returned to the FlexiCapture project. In other words, this is the information that we will use intelligently when we verify the actual document itself. This is a FlexiLayout and what we're going to start with the process here is we're simply gonna export it. So, we're gonna export the FlexiLayout and we'll give it an intelligent name. You see it has an intelligent extension already with it, so we're just gonna go ahead and leave that there, and just put the default name. We'll save it, and we'll go ahead and close the FlexiLayout studio.

What we'll do now is we will go ahead and open the ABBYY Project Setup Station. We will show you how to incorporate this into a new project. So, let me bring this over here on my screen so you can see it, and we'll start a new project. I'm gonna save this in the similar path. So, we'll just go up here, get our path here, and we'll just call this our Halloween Registration Form FlexiCapture Project. So, now we have an empty project, and we're gonna go to Project Document Definitions. We're gonna create a new document definition. From here we'll make an intelligent name. We'll determine whether or not it's handwritten or typed, and we'll kind of move forward in this wizard.

Now, this is where we'll stop. There's a couple of different things. One is we're going to load some samples, which is fine. We can load whichever sample we want. And then we're going to load a FlexiLayout. Now, this is key because this is where we're gonna use that exported file in order to find our FlexiLayout. You recall that I exported that dot AFL, so I'm gonna simply click that, hit OK, and hit Finish.

Now, you'll remember that those blocks in the FlexiLayout studio are what's returned to the actual project itself. So, now we can control the different requirements of this field, including data types, rules, verification settings, etc. We have full control over the rules, so FlexiLayout is what's responsible for determining the textural rules and then those blocks are what gets returned to the project that we're in here to give us a little bit more control of it from a verification standpoint.

So, we can simply save this. We'll go ahead and publish it, too, so we'll close this, publish it, and we'll just run a batch. Let's just go ahead and load all of our forms. We'll let those process here, and we will now go into the batch and you'll see they'll start processing here for us. We'll look at the first one. And you can see we now have our OCR results.

So, that is how you get a document over from a FlexiLayout to a FlexiCapture project. It's as simple as exporting the project, and then using FlexiCapture to modify the field settings there to get us specific with what we want from either an export perspective or a verification perspective.

So, this is a quicker video. Keep looking for our other videos and the series and we look forward to working with you here in the future. Thank you so much.

Articles by Travis Spangler: Travis writes articles dealing with various technical aspects of document capture and forms processing. He is fluent in Microsoft.NET and holds several certifications including ABBYY FlexiCapture and IRISXTract.
As general manager and sales director, he controls the daily operations as well as manages customer accounts to ensure both customers and prospects are receiving the very best from UFC, Inc.
Travis has many years of experience with document capture software and content management systems. He also has wide areas of expertise including custom functions in ABBYY FlexiCapture, email API's, Microsoft SQL Server Reporting Services, and many other applications and platforms. He has integrated Amazon Web Services EC2 instances with several applications including the company's CRM system.

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